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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1001
Charter Research & Investment Group
Connecticut
$1.6M -$427K -1,951 -23%
HSA
1002
HBK Sorce Advisory
Pennsylvania
$1.59M -$81.4K -372 -6%
PWSG
1003
Pacific Wealth Strategies Group
California
$1.57M +$305K +1,394 +29%
CC
1004
Cipher Capital
New York
$1.57M +$1.37M +6,250 New
QPWM
1005
Quadrant Private Wealth Management
Pennsylvania
$1.56M -$6.79K -31 -0.5%
WWM
1006
Western Wealth Management
Colorado
$1.55M -$246K -1,126 -15%
WI
1007
WrapManager Inc
California
$1.55M +$256K +1,170 +23%
DP
1008
Dearborn Partners
Illinois
$1.54M +$16.2K +74 +1%
IIA
1009
IPG Investment Advisors
California
$1.54M -$183K -834 -12%
PPW
1010
Parcion Private Wealth
Washington
$1.53M +$513K +2,345 +61%
JDR
1011
Jay D. Rosenbaum
$1.53M -$14.9K -68 -1%
HT
1012
Heritage Trust
Oklahoma
$1.52M -$224K -1,023 -14%
MC
1013
Maverick Capital
Texas
$1.52M -$86.7K -396 -6%
RG
1014
Rikoon Group
New Mexico
$1.52M -$115K -525 -8%
ECM
1015
Evergreen Capital Management
Washington
$1.52M +$18.6K +85 +1%
IHL
1016
Investment House LLC
California
$1.51M +$5.91K +27 +0.5%
KAM
1017
Karani Asset Management
New York
$1.5M -$182K -833 -12%
RBFC
1018
Roman Butler Fullerton & Co
Missouri
$1.49M – – –
PAM
1019
Paradigm Asset Management
New York
$1.48M – – –
1WA
1020
180 Wealth Advisors
Washington
$1.47M -$21.2K -97 -2%
CCMW
1021
Cypress Capital Management (Wyoming)
Wyoming
$1.47M +$914K +4,176 +309%
FMLI
1022
Fukoku Mutual Life Insurance
Japan
$1.47M -$1.75M -8,000 -58%
BCM
1023
Brown Capital Management
Maryland
$1.47M -$18.6K -85 -1%
PFWA
1024
Paces Ferry Wealth Advisors
Georgia
$1.46M +$1.27M +5,817 New
AFAS
1025
Acorn Financial Advisory Services
Virginia
$1.45M -$114K -520 -8%
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